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Pro-rated Program Fees

60 views 0 June 22, 2022

Overview
This guide will show you how to configure your pro-rated pricing and how to apply it during program enrollment.

How to configure Pro-Rated Program Pricing:

  1. Click ‘Settings’ and go to ‘Programs’
  2. Select a Program and then choose a Pricing Tier to add Pro-rated pricing to.
  3. Enter an amount to use for pro-rating in the ‘Daily Pro-Rate’ field.
  4. Click Update and Save


Applying a Pro-Rated Charge:

Pro-rated pricing triggers when you enroll a child with a start date prior to their first charge date. The system will recognize this and offer to generate a charge for the scheduled days between the two dates.

  1. Select a child and navigate to the ‘Programs’ tab in the ‘Programs and Billing’ section.
  2. Fill out the form selected a first charge date that is before their first charge date.
  3. Click ‘Save Program’ and continue through the process.
  4. An ‘Pro-rate’ pop-up will appear informing you that there may be unbilled days in care due to the dates selected.
  5. You can choose to create a charge or skip this step if you wish.

Items to note:

  • Your pro-rated daily rate must be configured for the selected pricing tier for the create charge option to function.
  • If you select a start date in the past the tool will not auto calculate an amount for the pro-rated charge to prevent large amounts from being accidentally billed.
  • The pro-rate tool will auto assign the charge to the configured Global Split. If no Global Split has been configured it will assign the charge to the primary payer.
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Billing
  • Pro-rated Program Fees
  • Fee Pass Through
  • Security Deposit Handling
  • Printing Tax Receipts
  • How to configure NSF Limits and Penalties
  • How to Issue a Refund
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Popular Search:Enroll a child